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Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

FEBRUARY 9, 2023

While some firms used CRM systems (Microsoft Dynamics and SalesForce were mentioned) to overcome a lack of internal communication about referrers and clients and past and current cases, many reported that they lacked good enough data to conduct analysis to support cross-selling initiatives.

Management 130
Management Emotional Intelligence Cybersecurity CRM 130
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Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

Red Star Kim

APRIL 24, 2023

Telephone Confidentiality Some forms of communication are known to be confidential – for example: email (assuming good cybersecurity) and WhatsApp (encryption). An introduction to emotional intelligence (EQ) and empathy (Video) (kimtasso.com) Two thirds felt their personality was mostly dog and a third mostly cat.

Emotional Intelligence 26
Emotional Intelligence Financial Services Decision-making Cybersecurity 26
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